| Overview |
Cloud collaboration platform combining spreadsheet flexibility with database power for building custom apps and workflows. |
A modern CRM designed specifically for financial advisors that combines contact management with workflow automation and social integration. |
| Pricing |
Freemium ($0-27/mo) |
Subscription ($45-$59/user/month) |
| Key Features |
- Relational database
- Multiple views
- Automations
- Extensions
- Interfaces
- Syncs
- API
- AI
|
- Contact management
- Pipeline tracking
- Task management
- Social integration
- Email integration
- Reporting
- Workflow automation
- Mobile app
|
| Pros |
- Flexible database
- Multiple views
- Good API
- App building
|
- Modern interface for advisors
- Easy to learn
- Good integrations with financial tools
- Social media integration
|
| Cons |
- Expensive at scale
- Row limits
- Learning curve
|
- Limited to financial advisory
- Basic reporting
- Smaller feature set
- No marketing automation
|
